“Own the investable market” reference portfolio. It is distinct from the Bogleheads Three-Fund because it includes a market-cap style allocation to global equities, bonds, REITs, and gold.
| Description | Date |
|---|---|
| Last Rebalance | 12/31/2025 |
| Next Rebalance | 12/31/2026 |
| Ticker | Weight (%) | Allocation ($) |
|---|
URTHSIM | 39.31% | $3,931 |
VBSIM | 7.42% | $742 |
VWOSIM | 5.32% | $532 |
IEFSIM | 41.70% | $4,170 |
REITSIM | 4.18% | $418 |
GLDSIM | 2.08% | $208 |
| Total | 100.00% | $10,000 |